Doctoral Program in Industrial Engineering and Management

PRODEIG

Doctoral Program in Industrial Engineering and Management

www.fe.up.pt/prodeig

Doctoral Program in Industrial Engineering and Management

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PRODEIG MAIN AREAS

Doctoral Program in Industrial Engineering and Management

Stuart Miles/ FreeDigitalPhotos.net

Operations management and logistics

Quantitative methods

Information management Services Engineering

and Management

MAIN FEATURES

Applied Research in partnership with external organizations.

Duration

1st Year: Academic

(in cooperation with other Schools of U.Porto)

2nd and 3rd Years: Research Projects

in partnership with external organizations.

English language requirements.

Doctoral Program in Industrial Engineering and Management

PRODEIG ORGANIZATION

1 ^st Year

(Indicative)

Doctoral Program in Industrial Engineering and Management

ECTS

Research Project Proposal Seminar 12

1st Semester

ECTS

Research Methods I 6

Optional Courses – 1st Group (OPT1)

Choice of 3 courses: 18 ECTS

ECTS

Company Organization and Strategy 6

Specialization I 6

Specialization II 6

Statistics Complements 6

Statistics for management and policy research 6

Operations Management 6

Information Systems I 6

Knowledge Extraction and Machine Learning 6

Multicriteria Decision Aiding 6

Heuristics and Metaheuristics 6

Quantitative Methods in Management 6

Fundamentals of Financial Management 6

Any course of the University of Porto Any course of the University of Porto

2nd Semester

ECTS

Research Methods II 6

Optional Courses – 2nd Group (OPT2)

Choice of 3 courses: 18 ECTS

ECTS

Information Systems II 6

Specialization III 6

Specialization IV 6

Logistics 6

Marketing 6

Optimization 6

Simulation 6

Accounting and Financial Management 6

Quality Management Systems and Maintenance 6

Operations Strategy 6

Analysis and Process Management 6

Any course of the University of Porto

Any course of the University of Porto

PRODEIG ORGANIZATION

2 ^nd Year

3 ^rd Year

(Indicative)

Doctoral Program in Industrial Engineering and Management

ECTS

Thesis - Research Project Follow-up Seminar I 60

ECTS

Thesis - Research Project Follow-up Seminar II 60

THEORY AND PRACTICE

«All the theory must be made to be able to be put in practice, and all the practical experience must conform to a theory. Only the superficial minds

disconnect the theory of the practice, not understanding that the theory is just a theory of the practice, and the practice is just the practice of a theory. Who knows nothing of a subject, and obtains by chance some knowledge of it, calls

"theoretician" who knows more, and for equal chance, obtains little. Who

knows, but does not know to apply - that is, who really does not know, because not to know how to apply it is a way of not knowing - has rancor to who applies for instinct, that is, without knowing that it really knows. But, in both the cases, for the person that is healthy and balanced of intelligence, it is an abusive

separation.

In the superior life the theory and the practice are complemented. They have been made one for the other.».

Fernando Pessoa, Revista de Comércio e Contabilidade, No. 1, 1926

Doctoral Program in Industrial Engineering and Management

Examples of ongoing theses

Doctoral Program in Industrial Engineering and Management

Develop a complete decision support tool for production planning in the beverage industry

 Increase production plans efficiency

 Tackle short to long term planning

 Increase models realism

 Synchronize resources

 Mathematical modeling

 Mathematical

programming heuristics

Case study in a Portuguese

leading company in the

beverage sector

P1 P2 P3

Supply Chain Risk Assessment – A holistic approach How risky is your supply chain?

RQ1) Which common criteria, components and scales should be used to measure individual risks in supply chains, so as to ensure consistency of assessment among all its sections, aggregation levels and throughout time?

RQ2) What are the requirements and what is the most appropriate methodology to aggregate and rate risk in supply chain systems (up to an overall level), regardless of size, industry or market characteristics?

De m and E nd

Suppl y E nd

Supply 2 Supply 1 Manufacturing Distribution 1 Distribution 2

Measuring

Individual Risks Rating Risk per Section or Aggregation level

P1 BU-A

Supply 2 Manufa-

cturing

BU-B

Rating Overall Supply Chain Risk

SCM

BU-ABU-B

Researcher: João Dias da Silva Supervisor:Alcibíades Paulo Guedes Project timeframe:Feb 2010 – Sep 2013

Modelling the quality of wine from the Douro region

Student: António Corte-Real Sousa Advisor: José Luís Moura Borges

The aim of this work is to relate the year’s average quality of wines from the Douro region, as perceived by consumers and tasters, to the weather variables, the climate variables and other type of variables that may have influence on it.

Research questions:

- How to define “wine quality”?

- What information can one use to assess the average quality of wine of a vintage?

- How to rank different years by wine quality?

- Which weather variables influence wine quality?

- Will climate change influence wine's quality over time?

Research goal:

To find a mathematical/statistical model able to translate the influence of the variables on the quality of wine.

Research relevance:

A model that helps to understand factors that influence

the variability of wine vintages will potentially be

invaluable for the economic sustainability of wine

regions, helping winegrowers to anticipate actions that

may lessen the impact of yearly weather specificities and

the impact of climate changes.

Development of new approaches to segment customers

Design of specific

promotions for customers Development of churn

prediction models Vera Miguéis

Objective: To support service companies to improve their relationship with customers, focusing on 3 dimensions of Customer Relationship Management (CRM): customer identification, customer development and customer retention.

Methodology: Data Mining techniques are used to extract relevant information from a retail chain’s transactional

database.

Forest Fire Management Systems Analysis and Design

Abílio Pacheco, Professor João Claro (Advisor)

[1] Our contemporary wildland fire story (Saveland 1998): wilfire suppression lead to larger and more dangerous fires (Conard and Hilbruner 2003; Sterman 2006).

[2] Ten years of forest fires in Portugal (2010 data).

[3] Proportion of false alerts in the total occurrences (2010 data).

[4] Number of new fires, rekindles and false alerts (2010 Porto summer data).

[5] 98% of ignitions are derived from human actions (expert elicitation).

[6] Rekindles genealogies: several generations (2010 Porto summer data).

[7] A suppression system (from “Simulation Analysis of a Wildland Fire

Suppression System”, Abílio Pacheco MESG master thesis – Professor João Claro, advisor).

Multi-Perspective Performance and Risk Estimation For Complex Manufacturing Environments

Context

More and more, organizations have been moving towards a business process orientation approach. Through the time, this has led to many success cases due to its capability to:

• Improve cross-functional interactions,

• Follow a customer oriented strategy.

Particularly within complex manufacturing environments, these become competitive capabilities if performance and risk assessment activities are performed seeking to optimize internal and external processes.

Therefore in this research work, it is proposed a business process framework that enhances this business processes orientation, supporting:

• Alignment measurement between business processes execution and the companies' business model;

• Dynamic processes performance management, based on estimation of the system behaviour;

• Selection of the suitable processes according risk analysis and assessment.

Research Goal

António Almeida ([email protected])

Workforce profile (part-time, full-

time, skills) Working Shifts (M, A, N)

Rest days (B) Shift daily demand

requirements

Predefined shifts sequence

Legislation

Staff scheduling and rostering problems

Optimization methods – mixed integer programming Approximate methods – constructive heuristics

Solution methods adopted Problem features addressed

Having the right people doing the right task at the right time, at the minimum possible cost Application areas explored

Glass Industry

Hospitality (Hotels, restaurants)

Hospital

Continuous Care Unit Workload

balance Rest days

periodicity

D EVELOPMENT OF A SYSTEM FOR EFFICIENCY ASSESSMENT AND

IDENTIFICATION OF BEST PRACTICES FOR THE C ONSTRUCTION I ^NDUSTRY (CI)

P

D S

: I

H

S

: A

C

, J

M

C

O bj ec tiv es

 To design a performance assessment system based on multiple indicators, adapted to e-marketplaces.

 To combine the use of Frontier Models and Key Performance Indicators available in web

benchmarking platforms to evaluate performance.

 To assess financial soundness and innovation of Portuguese CI, identifying the factors that promote performance improvement.

 To measure the efficiency level and productivity change of the CI worldwide, exploring the effect of location and activity in performance.

M ot iv at ion

Data Envelopment Analysis Multivariate Regression Analysis The competitive environment of the Construction Industry has become increasingly fierce

Companies need to implement methods of performance assessment to achieve competitive advantage There is a lack of advanced models for benchmarking and dissemination of best practices

To develop robust approaches for performance assessment and improvement

Bootstrapping

Methodology

Management Agent-Based Simulation Framework

Web Service

Configuration Data Agent

Client…

Agent Supplier…

Agent Factory…

Agent Logistic…

Display Model

Statistical Data

<XML>

<XML>

<XML>

<XML>

Internet

Server Manager

Objective:

Develop a simulation framework combining the discrete-event approach and the Agent- based modeling and simulation (ABMS) to create and integrate simulation models, using TCP/IP and web services to communicate between agents and XML based business

language to support semantic interoperability.

Student: Carlos A. Bragança de Oliveira Advisor: António E.S. Carvalho Brito

Activity-Centric Service Engineering (ACSE) is a model-based service engineering framework to support service design efforts.

Following a design research methodology (studying a problem and finding and validating a solution) we will develop a cohesive set of integrated models that will act as the architecture for the design of new services, since data gathering to its implementation.

This framework will be used to develop new services for a Portuguese multimedia service provider.

ACSE also embeds in the design process the customers’ requirements and business’ goals.

Introducing the constraints posed by business goals and market characteristics we will ensure a better fit between the designed services and the businesses that support them. Finally, this effort includes the definition of a clear and defined set of concepts and notation adapted to the service field.

Activity-Centric Service Engineering

PhD Student: Jorge Grenha Teixeira

Supervisors: Dr. Lia Patrício, Dr. Leonel Nóbrega, Dr. Larry Constantine

Interactions between technology complexity and operations distribution in disease management programs (DMPs)

Task 1: Framework to classify technology complexity and operations integration (based on literature review)

We will study adoption of new technologies in distributed operation systems, using case studies of adoption in DMPs.

RQ1: How can system architecture concepts be used to characterize and classify technology complexity and distribution of operations systems?

Why disease

management programs?

Population aging, with a growing burden of chronic diseases is driving up the importance of disease management.

Disease management programs

Task 2: Multiple case studies of technology adoption and implementation in DMPs

RQ2: How do technology complexity and operations distribution interact to determine the success of technology adoption and implementation in DMPs?

Task 3: System dynamics model and analysis (building of a new theory)

RQ3: What combinations of technological, management and policy orientations increase the likelihood of success of technology adoption and implementation in DMPs?

PhD Candidate: José Coelho Rodrigues | Supervisor: Prof. João Claro | Co-supervisor: Prof. José Manuel Mendonça

WHAT:

Design of planograms for a given set of fixtures, by deciding how many of each product to allocate where and how, so that sales (or profit) are maximized and allocation constraints are fulfilled.

Does space

arrangement matter while shopping?

HOW:

Development of innovative tailor-maid optimization techniques with

mathematical programming models and heuristics.

Retail Shelf Space Allocation in a Supermarket Chain

WHY:

Increase Sales and Profit, Automate Planogram Generation, Image Standardization.

WHO:

Teresa Bianchi-Aguiar, Maria Antónia Carravilla and José Fernando Oliveira.

WHERE:

Portuguese Supermarket Chain with more than 100 stores

1.

2.

3.

The problem: minimization of routes of solid waste collection applied to a real case

Sectorization: partition of the map (street network) into a given number of sectors

Routing: build a set of vehicle trips in each sector

Containers Streets & Maps

Fleet Staff

Experience

Landfills

Sectors Routes

Minimize:

Routes/time collection

(Fuel Consumption;

CO2 emissions; Costs;…)

Exact Methods Heuristics

Solid Waste Collection: Sectors and Routes

Heterogeneous fleet

Different containers Multi-

landfills

PhD Std: Ana Maria Rodrigues

Sup: Prof. José Soeiro Ferreira

Multiple objectives approaches to packing problems

The case of packing rectilinear shapes

• How to tackle with packing problems with additional objectives?

• How to build neighborhood structures when considering additional objectives?

• Search carried out directly in the solution or in a solution representation ?

The objective is to pack, without overlapping, a set of rectilinear pieces while minimizing the area of the enclosing rectangle with additional objectives

Minimize W x H Minimize ∑

W

H

d

d

d

d

d

Simulation Optimization enhanced with Data Mining

An Integrated Approach to the Operating Room Planning and Scheduling Problem

Doctoral Program in Industrial Engineering and Management PhD Candidate: Fabrício Sperandio Supervisors: Bernardo Almada-Lobo and José Luis Borges

Challenge

Operating Room management problems are characterized by

strong uncertainty in surgery duration and patient arrivals, multiple resources (potential bottlenecks)

and conflicting objectives

imposed by the need to improve resource utilization while preserving quality of care.

Methodology

We propose to apply optimization to search for alternative surgery schedules

combined with simulation to assess schedule’s performance under uncertainty.

Key issues are

deal with simulation noise to improve robustness of solutions and reduce computational cost to improve efficiency,

which are addressed with statistical ranking & selection procedures and metamodel-assisted evolutionary algorithms respectively.

Contributions

The application of Simulation Optimization to this problem is reported only on a few studies restricted to experimental settings, however none of them address efficiency and robustness issues.

Such optimization method integrated in a decision support system will be able to generate robust surgery schedules to achieve optimization goals by the end of the week, effectively contributing to reduce surgery waiting list and improve resource utilization.

emergencies time estimation

cancelations

delays

evolutionary algorithms multi-objective

optimization

simulation data mining

efficiency

control

patient satisfaction

staff satisfaction conflicting objectives

multiple resources

Healthcare is a complex reality!

Innovation in healthcare services requires new methods for designing complex services

Designing Complex Services in Healthcare environments:

Applying Systems Thinking to Electronic Health Records

Problem: Current Service Design methodologies do not fully address complex service systems. Mostly they are prepared to design services from a service provider to one or more customer segments.

Designing complex health care systems that properly serve patients requires a systems approach of many to many stakeholders.

Objectives:

1. Create new innovative methods to design complex services with multiple stakeholders

2. Support the Portuguese Ministry of Health designing an EHR as a service with a focus on the service experience and creating value for the different stakeholders involved

Health Club Service

Health Policy

Social Assistant

Service

Public Health

R&D

Discharge Notes

Insurance

Partnership Doctor

Provide Health Care

Exam Report

Public Health Exam

Lab.

Citizen Take Care of

Health

ServicePHR

Insurance Nutritionist

Service

Nurse Provide Health

Care

Nursing Records

Social Security

Service R&D

Vaccine Plan

EHR

Food Retail

Nursing Statistics

Pharmacist Provide Health

Care

Allergies Prescription

Logistics Medicine

Info.

R&D

Pharmacist

Citizen

Nurse

Doctor Statistics^Medical Biometrics

Info.

PhD Student: Nelson Figueiredo de Pinho ([email protected]) Advisors: Lia Patrício ([email protected]) and Nuno Nunes ([email protected])

Production and Distribution of Perishable Goods

With perishable goods , besides the cost issue there is an important freshness

concern that has to be accounted for. Hence, when the products deteriorate quickly throughout the supply chain a move towards an integrated approach is imperative. This resulting challenging logistic problem involves several tightly interrelated production planning, scheduling, distribution and routing problems . This work will allow companies dealing with perishables to

increase the value added by their goods in supply chains through a combination of production and distribution planning frameworks.

Challenges in Supply Chains of Perishables

Production Planning

Models

Distribution Planning

Models

Integrated Planning

Models

Research Questions

Hybrid Algorithms for Production Planning in the Pulp and Paper Industry

Optimization tools:

• Mixed integer programming

• Modern heuristics

• Hybrid approaches

Types of integration:

• Different production stages with…

• Distribution

• and Forecasting

Planning Horizons:

• Tactical (e.g. budgeting)

• Operational (e.g.

scheduling, disturbance management)

The goal of the PHD project is to develop optimization models and algorithms to solve production planning problems in the pulp and paper (P&P) industry, based on different:

And to extend those models and algorithms to other similar process industries.

PHD Student: Gonçalo Figueira ([email protected])

Supervisor: Bernardo Almada-Lobo ([email protected]) Doctoral Program in Industrial Engineering and Management Faculty of Engineering of the University of Porto

P&P production process Synchronization of resources in a production plan

Hospital Benchmarking with

Frontier Techniques and Neural Networks

Responding to the need of controlling the heavy burden that health costs represent

to the Portuguese state, this project aims at developing performance evaluation

models that allow benchmarking Portuguese hospitals. It is proposed the use of

frontier techniques, namely Data Envelopment Analysis and Stochastic Frontier

Analysis, to structure the information of multiple indicators and to create aggregate

indicators that allow an easier comparison of the units under study. It is also

proposed the use of neural networks in this hospitals’ evaluation . An application to

national state owned data will be performed and the design of a web platform for

benchmarking, based on the developed models will also be done.

An analysis of innovation antecedents applying the Business Narrative Modelling Language (BNML)

Student: Manuel Au-Yong Oliveira Supervisor: João José Pinto Ferreira

Problem Description BNML was developed within the scope of this PhD project in order to make the qualitative research process more agile. We set out to validate the BNML investigating the

innovation process. Namely to research how collaboration, cooperation and communication are antecedents of the innovatoin process, contributing to innovation output. The study has involved surveys of both students and executives as well as several company case studies. We have represented – based on organizational actors’ narratives gathered in interviews – tangible and intangible deliverable exchanges occurring over storylines of social interaction and along a pattern sequence – as per the figure below (Oliveira and Ferreira, 2011).

Reference

Oliveira MA, Ferreira JJP (2011). Facilitating

qualitative research in business studies - Using the business

narrative to model value creation. African Journal of Business

Management, 5(1), 4

January: 68-75.

RESEARCH TITLE: Recovering of the Mediterranean culture in product design interactions: Culture identity as a reference for a sustainability design activity

PRODEIG

NAME / SURNAME: Raquel Salomé Oliveira N^er: 050531018

SUPERVISOR: Professor António Torres Marques; José António Simões, Ph.D; Cláudio Torres, Ph.D.

K-WORDS: Product Development; Cultural Heritage; Mediterranean Culture; Sustainability.

PROJECT OBJECTIVES:

> Reflect and analyze the Mediterranean culture in building a cultural identity;

> Active discussions on occidental culture material composed of quotidian objects and spaces that transport habits, postures and rituals from Mediterranean culture heritage;

> Evaluate the impact of fragmented penetration of modernity and technologic developments in traditional productions and culture;

> Relate industrial production with handcraft. A sustainable alternative for handcraft through design of products without loosening cultural identity;

> Explore ways of recontextualizing traditional raw materials by associating with other technological materials;

> Analyze contemporanean issues of design, questioning values, objectives and meanings (culture sustainable development);

> Contribute for the construction of a critical though to guide the urban communities for a spatial,

social and material condition more integrated in the contemporanean habitat, including values from the Mediterranean culture;

> Promote communicative actions between product design and engineering considering the culture of design for sustainability.

sponsored research development Aalto-yliopiston taideteollinen korkeakoulu Aalto University School of Art and Design

PRODEIG Doctoral Program in Industrial Engineering and Management

Portugal Finland design and sustainable mobility

programme and project in transport interfaces

I am in Finland checking the availability of the mobility interfaces for users in the designer point of view from a social perspective, and consequently proposing additions, and enhancements applicable to the Portuguese context.

The designer, responsible for the interface between product / service and user, should intervene, not just in the “ materialization" but also in the definition (programme), seeking always for the final result to be the creation of benefit for society and for the environment.

Portugal's economic situation justifies the urgency of the implementation of new (in Portugal) solutions to minimize the social consequences of the current context.

Mobility must be rethought, focusing on solutions that encourage ecological and economic sustainability. Users should be allowed to have the "freedom" to choose alternatives to private motorized transport. Even more than giving the right to choose, it is suggested as an ultimate goal that the Portuguese user, the same way as the Finnish, in addition to having the resources available, should believe, have faith, it is possible (survive) live without constant use of the car.

The car park at FEUP is an illustration of work to do.

Simulation of the production and distribution of systems in the coffee roasting industry

Raw material Storage Cleaning Roasting Milling Packing

“Predicting" what will happen without making any real/physical changes.

Study and optimization of

the production and distribution of

roasted coffee. Simulation the most important

variables affecting the system.

Environmental performance assessment

to guide cities and countries towards sustainable development

Research goals

This research aims to provide tolls to support the formulation and assessment of public environmental policies of countries and cities concerning the enhancement of sustainability and people’s well being. The achievement of this aim requires the compliance of the following specific objectives:

Doctoral program in industrial engineering and management PhD student: Andreia Zanella Supervisors: Professor Ana Camanho and Professor Maria Teresa Galvão Dias

Problem

The environmental concerns have increased dramatically in the past few years and are now among the most serious challenges affecting people’s well-being. Cities and countries are facing new challenges to control their waste production and to reduce the consumption of natural resources. In this context, it is imperative that they become able to monitor their use of natural resources and the pollutant discharge in the environment, which involves the assessment of their performance to understand how they are doing compared to others.

2. To develop a model to assess the environmental efficiency of cities using an expanded urban metabolism concept that includes liveability measures. The cities’ efficiency will reflect their ability to reduce the use of natural resources and production of waste given the liveability standards.

improve

reduce Resources

Energy, Water, Land,

Food,…

Urban System

Liveability Health, Income,

Employment, Education,…

Waste Solid and liquid waste, Sewage, Air Pollutants,…

Expanded urban metabolism model Adapted from Australia State of the Environment 1996

1. To develop composite indicators (CI) model to assess the countries environmental performance. Besides assigning a summary measure of performance, the model can be used for benchmarking purposes, as it provides for each country with poor performance, a set of peers whose environmental practices are examples to be followed.

The assessment will be performed using Data Envelopment Analysis (DEA). This technique will also allow to identify the environmental areas in which a given city or country should be better, to set targets to be achieved in order to improve performance and to identifybest practice examples for each city and country.

Value co-creation through online communities in the context of new social media sites

Carla Carvalho Martins Orientadora: Lia Patrício

In the last decade, we have assisted to the emergence, growth and diversification of Social Network Sites (SNS), such as Facebook. These SNS give service companies the chance of creating their own “online company social networks” (OCSN), which we define as a group of people connected to a company (or a brand) within the boundaries of a SNS. Service

companies are now able to attract many members to their OCSNs within SNSs, but they still don’t fully understand how these social networks can create value for the participants and the firm.

The main purpose of this study is to contribute to the definition of firms’ best practices in order to create value both for themselves and for their customers, through the development of OCSN. Therefore, this research has four main objectives:

1. To understand the drivers of adhesion and participation in service social networks developed by companies within the large OCs that inhabit social networking sites.

2. To understand the impact of membership and participation in a service social network on attitudes and behaviors towards the service in which the network is anchored.

3. To develop a set of recommendations for service companies for designing and managing their presence in social web

OBJECTIVES

PROBLEM